Jefferies Financial Group’s Toast TOST Stock Holding History

Jefferies Financial Group’s Portfolio TOST Stock Details TOST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,416	Closed	-$85.8K	–	2197
2025 Q4	$85.8K	Buy	+2,416	New	+$87.1K	﹤0.01%	1719
2025 Q3	–	Sell	-12,000	Closed	-$531K	–	1681
2025 Q2	$531K	Sell	12,000 -16,722	-58%	-$657K	﹤0.01%	891
2025 Q1	$953K	Buy	28,722 +991	+4%	+$37.1K	0.01%	830
2024 Q4	$1.01M	Sell	27,731 -123	-0.4%	-$4.32K	0.01%	878
2024 Q3	$789K	Buy	27,854 +3,854	+16%	+$97.7K	0.01%	846
2024 Q2	$618K	Sell	24,000 -4,976	-17%	-$120K	0.01%	896
2024 Q1	$722K	Buy	+28,976	New	+$600K	0.01%	936
2023 Q4	–	Sell	-18,006	Closed	-$295K	–	2001
2023 Q3	$337K	Buy	+18,006	New	+$391K	﹤0.01%	1201
2023 Q1	–	Sell	-19,399	Closed	-$350K	–	1992
2022 Q4	$350K	Buy	+19,399	New	+$365K	﹤0.01%	1158

Other funds holding TOST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jefferies Financial Group's TOST Position: Q1 2026 in Review

Jefferies Financial Group sold out of Toast (TOST) in Q1 2026, closing a stake of 2,416 shares — an estimated $85.8K sold.

Jefferies Financial Group first reported a position in TOST in Q4 2022 and held it in 9 quarters. The position peaked at $1.01M in Q4 2024. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Jefferies Financial Group reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 2,416 Toast shares in Q1 2026, an estimated $85.8K.
Jefferies Financial Group first reported a position in Toast in Q4 2022 and held it in 9 quarters.
Jefferies Financial Group's Toast position peaked at $1.01M in Q4 2024.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.